Capital World Investors

Capital World Investors Portfolio holdings

AUM $732B
1-Year Est. Return 35.38%
 

Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.

This Quarter Est. Return
1 Year Est. Return
+35.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$471B
AUM Growth
-$110B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.79B
3 +$1.59B
4
V icon
Visa
V
+$1.39B
5
CAT icon
Caterpillar
CAT
+$1.25B

Top Sells

1 +$4.13B
2 +$1.51B
3 +$1.11B
4
LMT icon
Lockheed Martin
LMT
+$1.04B
5
BLK icon
Blackrock
BLK
+$978M

Sector Composition

1 Healthcare 19.6%
2 Technology 17.12%
3 Consumer Discretionary 13.22%
4 Financials 12.49%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$33.3M 0.01%
5,652,779
-830,173
427
$33.1M 0.01%
925,899
+3,998
428
$32.9M 0.01%
1,514,000
429
$32.5M 0.01%
+2,419,170
430
$32.2M 0.01%
+747,500
431
$31.8M 0.01%
2,509,000
-2,102,684
432
$31.2M 0.01%
+4,630,978
433
$30.4M 0.01%
1,028,000
434
$30.1M 0.01%
396,000
435
$29.9M 0.01%
1,785,500
436
$29.8M 0.01%
1,995,488
+473,540
437
$28.8M 0.01%
1,196,000
+180,000
438
$28.7M 0.01%
+1,117,600
439
$28.4M 0.01%
2,127,911
440
$28.3M 0.01%
719,000
441
$28.2M 0.01%
1,200,041
442
$27M 0.01%
+490,809
443
$25.9M 0.01%
568,000
444
$25.7M 0.01%
+280,484
445
$25.3M 0.01%
1,350,000
446
$25.2M 0.01%
2,817,666
+647,666
447
$25.1M 0.01%
705,000
448
$24.8M 0.01%
314,250
-292,888
449
$24.6M 0.01%
704,000
-4,091,848
450
$24.6M 0.01%
1,389,133
+331,300